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Home My WebLink AboutOC1969-0386 - ESTATE OF BECKI'/'?)J"/ , ~~)c/(~):;/6 f/ I I !~I ii I COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON )sS.: Chas.E.Enlow,Trust Officer for ~he within named accountant,being duly swor~according to law,deposes and says -that-the foregoing account as stat~d'is' true and correct as he verily believes. PITTSBURGH NATIONAL BANK Sworn and subscribed before mlthis2ldayof:)/i'&t.(~P... 1969 ' J:~:A'.)'..-)~,c-c K:,/{0'".,(~."<, Register BY ~~'...'-/./, ,,'0-'t..~ Trust Offlcer ~ WASHINGTON cetmTY"-S~t ~2 C-.,r , '-, )I do certify that I have given legal notice to all persons concerned of the filing of the Within account in the manner prescribed by Statute and Rule of Court,as evidence b C?/Q proofs thereof filed to No..i If cl I (..,I Witness mj/hand and official seal this 6 day of 2/1 "}-,1969 )~J-z/1.<.ddr«-£ctd /4~..L<'·,~~<J, Register of Wills I=l ~ "'\)c~\'~~r>q Ji.l .j.)~CI)0 ::c:~'II s:;~~z .~0 mf-;CI)~)\J orf~c:3;..j.)(.)z;P=I t-:l 0)~~O cd S:;o ~rxl ;:::>,..:)0 .,~CH .r-!.r-!I=l 0 I-::l ~Cnj-l.r.r:77 §=='C\J(.)-.l~l ':f'";1 CH rll Or--'"c:3;··It\o .r-!°Ul(.)Z :>~Ii:l <.x:t::r::?;)I :>r-l o I.0 X .r-!0'1 0 r::r::rxl ;::<c:3;C\J...-f H wl=lCf)H 8 q<.x:~rll HC\J rW<.x:c:3;~:.-!.;::?;~o C\JCH8;Z;Z -~'::H '00 ~§~0 c:3;~H s:;•CH •8 (.)j::t.,::r::'-Tit ~()roO i:-lP-t 0'~(/)rxl d '-°':CJ-r-l ;;H CH g~~~~W (:0 I=l .'8!J..<' '<Ll\..;-r::r::Cf.){.)W <Ll 0 s:;<Ll:z;::>r::r::o\~.<.x:P=I ~~\.j.)84--=l H ~E--i rll~o 0 9E--i (/) E---<.r-!H .~.j.)..c:8Cf.)&1 8 bO<Ll ?r-!.j.)0...M <Ll...-f >--..c:c:3;<Ll0HZ".>..;H P-t Q)r::r::o :>-!rll r-l<.x:Ii...co -<cd <LlI-:>.j.).j.)1-:>:;;f:-l TR-2 REV.9-62 IN THE COURT OF COMMON PLEl'"\.S OF \iASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF JAMES T.BECK,SR.,DECEASED FIRST AND FINAL ACCOUNT OF PllTSBURGH NATiONAL BANK TRUSTEE UNDER vJILL FOR CHERYL ANNE ROSS .-.. NO.80514-5 PITTSBURGH,PA.MA~CH 21,1969 -! s U MMA R Y I SCHEDULE A , PRINCIPAL -PERSONAL'l'Y Receipts Page 2 $2,228.44 Amount transferred from Income-Personalty 735.60 $2,964 04 Disbursements Page 2 22~OO Balance I $2,740 04 I i SCHEDULE B --' INCOME -PERSONALTY I Receipts Page 3 $790 05 Disbursements Page 3 $54.45 Amount transferred to Principal-Personalty for distribution 735.60 790 05 Balance 0 00-,--- NET BALANCE .$2,!1+0 10h I THE BALANCE CONSISTS OF THE FOLLOWING:-T-~---_.--- ,I nnI'\Tf'\TnI\T -PERSONALTY .I,.ril n v .L r .n.u II ., 1 IICash$2,7}lO IOL~, I -.-== 0. I .,II ..\0',,l '0 ~t .'.,,.; JAMES T.BECK,SR. TR-2A REV.9-62 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS w.Carl Smith and Jay W.Troutman, Executors of the Estate of JamesT.Beck, Sr.,Deceased - Amount awarded per decree dated 4/24/61 at No.73 of 1961 $ ~--. 2,228 44 1961 May 24 Assets Acquired '"Deposit to savings accourit at~Dollar Savings Bank', Cash disbursed to acquir~above ·asset $2,200 00 2,200 00 o 00 1961 May 24 Conversion of Assets without Gain or Loss Proceeds withdrawal in full savings account at Dollar Savings Bank $2,200.00 Carrying value 2,200.00 Amount transferred from Income-Personalty for distribution DISBURSEMENTS o 00 $2,228 44 735 60I--._._-:....:==--t~ $2,964 04 - 1969 Mar. ..' Administrative Expenses 21 Russell Marino,Clerk of Orphans'Court Division - Filing this account 21 Jay W.Troutman - Attorney's fee 21 Pittsburgh National Bank - Trustee's compensation -2- iI "I $14 00 75 00 135 00r--.----~-:::-.-- $224 00 i I I JAMES T.BECK,SR. -. a - TR.2A REV.9-62 SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Savings Account I Dollar Savings Bank $.6/1/61 to 12/1/68 790 05 DISBURSEMENTS Internal Revenue Service - 1967-68 income tax on accumulated income - paid 12/14/67 and 12/4/68 ~7 05Trustee's compensation 47 40 $54 45 Amount transferred to Principal-Personalty for distribution 735 60 -"-' $790 05 !. J II '. SMK:rw -3- ,·~1 ;f~.,1 ,.-:;.'"\";.J.'l I'I ',.; - ,. .. ... \' (,. • r -." -0 r-~~:D-(/I . l I I I Iii II~/I ---------~ No.386 of . ,19~,A.A. In re Audit of Account in Estate of h. .~.LQ U).«.::r-o-,a..2:-,0")-::;::60_>-0::1'=<t·....-u....-.".·,o::::x:'""'-'-o~·.. 0 .-1 a::f-.0")_J W (!JWc"o-I UJ ]-_.-z U)U):;:.~;;:U);;(j)I :Ie ~W«, 0:::c::3::--enI'~t..Oeo. I, -'I ,.; 'ratript AUplT fnr'i\pptaraUrt I FOR 'I~ I II ---._------------ ,."I Jay'W.Troutinan (, ~2 Attorney TR·2 REV.9·62 IN THE COURT OF co~n~ON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF JAMES T.BECK,SR.,DECEASED FIRST AND FINAL ACCOUNT OF PITTSBURGH NRTIONRL BANK TRUSTEE UNDER WILL FOR CHERYL ANNE ROSS NO.80514-5 PITTSBURGH,PA.MABCH 21,1969 S UMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Page 2 $2,228.44 Amount transferred from Income-Personalty 735.60 $2,964 04- Disbursements Page 2 224 00 Balance $2.,740 OL~ iIII SCHEDULE B I "-I I INCOME -PERSONALTY Receipts Page 3 $790 05I I Disbursements Page 3 $54.45 Amount transferred to Principal-Personalty for 1- distri.bution 735.60 790 05 I Balance 0 00 2,740 lOLl-I NET BALANCE .$II I !THE BALANCE CONSIST'S OF THE FOLLOWING:. I PRINCIPAL -PERSONALTY 0 !Cash $2,'740 OL~I ----- I 0, j !'~V"'.I a ;l~,.I~I : .'. JAMES T.BECK,SR. - TR-2A REV.9-62 SCHEDULE A PRINCIPAL -PERSONALTY I ; RECEIPTS W.Carl Smith and Jay W.Troutman, Executors of the Estate of James T.Beck, Sr.,Deceased- Amount awarded per decree dated 4/24/61 at No.73 of 1961 $2,228 44 Assets Acquired 1961 May 24 Deposit to sav~ngs account at 'Dollar Savings Bank '.:,$2,200 00 Cash disbursed to acquir~above ,asset 2,200 00 0 00 Conversion of Assets without Gain or Loss 1961 May 21..1-Proceeds withdrawal in full savings account at Dollar Savings Bank $2,200.00 Carrying value 2,200.00 0 00 $2,228 4LI- Amount transferred from Income-Personalty for distribution 735 60 ,$2,96)-1-04 DISBURSEMENTS Administrative Expenses 1969 Mar.21 Russell Marino,Clerk of Orphans'Court Division - Filing this account $14 00 21 Jay 1fT.Troutman - Attorney's fee 75 00 21 Pittsburgh National Bank - Trustee's compensation 135 00 $224 00 -2- ~;~......~t ..rlH " ,:~t I;I ',. .. -","..~n ,-..II........·" JAMES T.BECK,SR. _..- TR-2A REV.9-62 SCHEDULE.B INCOME -PERSONALTY R.ECEIPTS Interest -Savings Account Dollar Savings Bank ~6/1/61 to 12/1/68 790 05 DISBURSEMENTS Internal Revenue Service - 1967-68 income tax on accumulated income -~paid 12/14/67 and 12/4/68 7 05Trustee's compensation 47 40 ~54 45 Amount transferred to Principal-Personalty for distribution 735 60 ~790 05 -.- I SMK:rw II -3- ; 1 "'-,I ~,i 'I ii-i.'~~:,I ~., -- 3Jn tl1r ®rpQans'QInnrt nf lIasQingtnn QInnnty In the matter of the Audit of Account in j Estate of'James T.Beck,Sr.,also know as Jas.T.Beck.Sr••deceased. TO THE AUDITING JUDGE: No.386 of 69________,19__•A. A. 'rhy Cheryl Anne Ross,beneficiary under theEnter-=------'appearance for ---r _ Will of James T.Beck4 Sr.4 deceased. ---=2::..:2:::..-_day of May N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. 19 69,-- No.386 of ,19~,A. A. In re Audit of Account in Estate of James T.Beck~Sr.,also known as Jas.T.Beck~Sr.,deceased. (f).« 0-lQ.. Z-l AUDIT fnr.i\pprnrnurr FOR Jrurripr 0:.:::;...0<::--0....u...........0 zo.-1 0::1- _J W Ci W !-..Z 0)U)- U)-:::: :::;)C:>(f)a:::t:J «c::::~- t;Q ~ en x::ce::::.. 0 en W c"..J ;;:=-J ::r::-en t.C;...~ JayW.Troutinan Attorney l ~2 .. / Form for Guardian or Trustee 'tlitinn i)ur Au~it lilt ijJ~t (@rp~nns·atour!of Bus4iugton <nount!} Estate of ;r.i!m!;.§I.:...J?~f.~~....§E.:..l ~.!.~S?..~P..<?.F.E e.~ .....~~.~.:!..:~.:.:.~.?~.:..:..~~~:.:.~~.~~. For 9.h.~.r.y..1 A'!1'!1!;~!?§.§.. Filed at No J.~.~of 196.?. Fiduciary.....r.g.~.?e~E.g.~....~~.~.~~.!?:~!....l?.:?:~~.l....::£E.~~.!.~.~.. Date of trust Adjudication in estate of James T.Beck,Sr.,a/k/a or guardianship...J.~.s......:r......:B.~.c.ko ....S.t.A."....b.a.nQ.~Q....Q.Qw.n..under date of April 24,1961 If there have been former accounts filed in this estate,list:Account of W.Carl Smith and Jay W.Troutman,Executors of Estate of James T.Beck,Sr.,a/k/a Jas.T.Beck,Sr.,deceased,filed to No.73 of 1961 A. A. Reason for filing this account...g!::~E.Y.:!~!':!':~~9.~..~p.~~.'!:~~~.!..}~~E.~?.~~.?i.~??~.P.E.~.!~.~.?...J.~.§.~.. All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: Cheryl Anne Ross -Entire Interest All of said parties have received notice as required by the Court Rules except as follows: No Exceptions The fund now before the Court is subject to the following taxes: None Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: 0-; None Balance for distribution per account,Principal $~.".Z.I.;t;.9..~.9.I.;t;. Additional debits not shown in account: (Indicate whether income or principal) None Additional credits not shown in account: (Indicate whether income or principal) Income Total additional debits $..::'.::'.::'.::::::'.::::::.. $::-.::'.::-.::-.::::::::::::.. April 28,1969--Cheryl Ann Ross Piemme-- Advance Distribution (See Receipt attached) Total additional credits $1,500.00 $..l ..\..?.Q.Q..~.Q.Q . Balance for distribution Principal $1.\240 •04.......................................................... Income Total $.::-.::-.::-.::-.::::::::::::.. $J..~.?~9..~.9.~.. If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is a distribution account,file elections to take in kind for all items so listed: Balance for Distribution consists solely of cash. .,. ,, Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro- portions unless specific amounts or items are designated by instrument under which estate is being distributed: To Cheryl Anne Ross,now by marriage Cheryl Ross Piemme--Entire balance after costs of audit of this Accounting. (See Stipulation of former minor attached) 1 .. COUNTY OF WASHINGTON, I COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly s:w.Q.r.tl.doth depose and say that the facts set forth in the foregoing petition are true to the best of Q.!.?knowledge and belief. ~~~E.~to and subscribed before me And your petitioner will ever pray,etc. PITTSBURGH NATION BANK By··....·..·....···········..·As·s·:Lstant"··V"ice·..Pr·e·s ici"en·f....···........·..··....·.. This ,.l~~day of ~.~y.196 ~. L/'efJfSignatureofOfficer.:::.{(,:1:.{t...t.:.../~,,«-:l'1~. Title of Officer Ng.~.?EY.:?,~.1?J.~.~. Office expires .:f.~1?E~~EY...).?~.?..n . MABEr t:..RUTAN:----- NOTARY PUBLIC WASHINOTON,WASHINGTON COUNTY.PA. '/'{CO'I.MISSION EXPIPFS FHJP,~,\RY 1.1973 ,,--~., , --"',,~ 'rlitton ~ur i\nlltt IN TI-IE ORP~ANS'COURT OF WASI-IINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No }.~§;..,:.of 196 2 . ESTATE OF J.~.m~.~'J:..~l?~.£.~.l...J?.F...:...1•••••~.!.~!..~. .............................::J.§!.!?..~:L~;!?..~!:.~.'"~E..:. FOR ~h~.r.:YJ Ang.~R.9..§.~. _:;;;·i;;-~~=H;;(omPe~~··- ................F.it.t.s.b.ux:gh NatiQn.al....B.ank . ..................................................'J:E.~.~.~.~.~. Counsel for the accountant shall submit herewith the following,if pertinent: 1.Will or trust instrument-attested. 2.Inventory. S.Signed elections of items to be taken in kind- if distribution account. 4.Stipulation or certificate by minor approving account. 5.Praecipe for those represented. 6.Brief-for any question of law raised. ..........................................:!..~y.~.~~:!:.9.~E~~~.. Counsel for accountant. ·Yd ·-D'~DIDMJHSV1A 1"'1'1'1 ~Ji ..r '\1"•-"j ~3\1;;il;.,fl'\.:j·joJ c.:::l'::i::.Jo Ct:NTHVH llJSSflH g~E IJU 6C A'~U 69; IJ~.'....'1 """"I'If ~iJ..•••..,"J.'.'_.'.!i\4 ~.'_.~~••~l'!1i.f ~.),m"",'; , t ....l ~"• R E C E I P T • AND NOW,this oc2,J day of April,1969,I,CHERYL ANNE ROSS,(now by marriage,CHERYL ROSS PIEMME),hereby acknow- ledge to have received of and from PITTSBURGH NATIONAL BANK, Trustee under the Will of James T.Beck,Sr.,for Cheryl Anne Ross,the sum of One Thousand Five Hundred and no/lOO.($1,500.00) Dollars as an advance distribution from said trustee account at Pittsburgh National Bank,and,in which case,said Bank has filed its First and Final Account in the Orphans'Court of Washington County. WITNESS: ,..1 1.'" Estate of JAMES T.BECK,SR. for CHERYL ANNE ROSS (now by marriage, CHERYL ROSS PIEMME) ) ) ) ) ) ) ) ) ) • In the Orphans'Court of Washington County,Pennsylvania No.386 of 1969 DECLARATION AND REQUEST FOR CONFIRMATION OF ACCOUNT I,the undersigned,CHERYL ANNE ROSS,(now by marriage,CHERYL ROSS PIEMME),do hereby certify that I was born April 28,1948,and became twenty-one years of age April 28,1969;that I have examined the account of Pittsburgh National Bank,Trustee under the Will of James T. Beck,Sr.,for Cheryl Anne Ross,and I am satisfied therewith,and hereby request its confirmation by the Court. I hereby further certify that I am a citizen of the United States of America. Witness my hand this 1969. WITNESS: ---<.:.-Y_day of --9frl-H-'-'--,---- Now by marriage: ~1~~ jCherYl Ross Piennne j ~u t4~<trourt of <lrommnu 'leus af lIus4iugmu <trounty, Jruusylnuuiu,<lDrp4uus'<trourt lJitrininu ESTATE OF 386 of 1969No._ James T.Beck,Sr.,In the matter of the:__F_i_r _s t_a_n_d_F_l_'n_a_l__ Deceased. trustee under will for CHERYL ANNE ROSg Account of Pittsburgh National Bank l Trustee ADJUDICATION AND DECREE And now May <,~,19~,this matter came on for hearing, audit and distribution at this session and testimony ta~n;and thereupon,upon due considerationth~rep,f4theobalancefor distribution in the hands of the Accountant is determined to be $1 ,~u.4 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. ! SCHEDULE OF DISTRIBUTION ()~7,I?',9~~.tf.(!. Balance per account $2,740 04 dditional credit asked at audit 1500.00 Balance $1,240.04 12.00 ~~.I~.ooDeductClerk's Costs &Receipts ~~O~~· Attorney Jay W.Troutman '1,228.04 heryl Anne Ross,now by marriage Cheryl Ross Piemm ~, alance,credit has been taken by the accountant for fund~ dvanced prior to distribution by the Court,1228.04 No balance II A C b a tIt ,.. t;~~ n.*;.....~' j ",\.. J zp ") J I ...,J .~J )J ,, .J ~.J .J \/